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Would like to be able to choose which estimate to merge the consultation into when converting the estimate to a consultation.
Hi,
Please Please, this would make things so much easier if we can choose a consultation to convert an estimate to. It is annoying when we have started a consult and then there is a huge estimate and then we convert it and then it becomes a new consult, there is no way to merge or attach the estimate to a certain consult
This is especially important now with AI notes, because you have to create a consultation in order to do AI notes, then make an estimate separately, then you cannot merge the estimate to the consult we already had to make for AI notes.
We need to be able to merge an estimate into a specific consultation.
Please, this would make things so much easier if we can choose a consultation to convert an estimate to.
It's been 5 years since this was requested and I can't believe it's not been addressed. It is frustrating to not be able to merge the estimate w/ an open consult. It's time consuming to create an estimate, get approval and then have to manually enter every single line item into the open consultation at the risk of missing an charge.
we’re in our first week with neo and this seems like it is definitely something my entire staff has mentioned already!
how much easier this could make life!
would be amazing if they could connect! Yes
yes!
YES please for the love of complete medical records approve this!
How is everyone currently making them connected?
yes. this is becoming an issue for us and frustrating dvms because they cant merge estimates into consults that have already been started. hopefully this update happens soon. it's a huge part of work flow.
Yes please!
Yes!!!! Absolutely needed